True Wealth Design’s Eve Holding EVEX Stock Holding History

True Wealth Design’s Portfolio EVEX Stock Details EVEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29K	Buy	515 +460	+836%	+$1.32K	﹤0.01%	1883
2026 Q1	$137	Sell	55 -105	-66%	-$359	﹤0.01%	2409
2025 Q4	$639	Buy	160 +10	+7%	+$44	﹤0.01%	1870
2025 Q3	$572	Sell	150 -13	-8%	-$69	﹤0.01%	1962
2025 Q2	$1.12K	Buy	163 +134	+462%	+$597	﹤0.01%	1423
2025 Q1	$97	Buy	+29	New	+$125	﹤0.01%	2204

Other funds holding EVEX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's EVEX Position: Q2 2026 in Review

True Wealth Design increased its Eve Holding (EVEX) stake by 836% in Q2 2026, buying an estimated $1.32K and bringing the position to 515 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

True Wealth Design first reported a position in EVEX in Q1 2025 and has held it in 6 quarters since. 5 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

True Wealth Design held 515 shares of Eve Holding worth $1.29K as of Q2 2026.
True Wealth Design bought 460 Eve Holding shares in Q2 2026, an estimated $1.32K.
Eve Holding made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1883 holding.
True Wealth Design first reported a position in Eve Holding in Q1 2025 and has held it in 6 quarters since.
5 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.